News
SpaceX’s next Falcon 9 missions likely two back-to-back Starlink satellite launches
Hinted at by a launch photographer and confirmed by an article published on NASASpaceflight.com, it appears that SpaceX’s next Falcon 9 launch is at least a month away and will likely be the company’s first operational Starlink mission, deemed “Starlink 1”.
Barring a surprise mission in the interim, this means that SpaceX is going to have a gap of at least two months between customer launches, something the company has not experienced since mid-2015 – more than four years ago. As such, it’s an extremely happy coincidence that SpaceX may now have internal Starlink launches to fill lulls in its commercial launch manifest.
Like any production and services-focused company, SpaceX incurs operational costs whether or not its services are being used – employees, leases, supplier contracts, and more still need to be paid for, facilities still need upkeep, long-lead production can’t simply pause, and many other recurring costs can’t be avoided. In theory, supplementing commercial launches with internal launches thus limits SpaceX’s downtime and effectively increases overall capital efficiency.
Flatsat revolution
Enter Starlink, a colossal ~11,800-satellite broadband internet constellation nominally designed, manufactured, launched, and operated by SpaceX. On May 23rd, after approximately one week of delays, a twice-flown Falcon 9 booster lifted off for the third time in support of SpaceX’s first dedicated Starlink launch, an unparalleled 60-satellite beta test known internally as “Starlink v0.9”.
Upsetting all expectations, SpaceX managed to fit en incredible 60 high-performance Starlink satellites into Falcon 9’s unchanged payload fairing – middle of the ground in terms of usable volume. Weighing anywhere from 16,000 kg to 18,500 kg (35,300-40,800 lb), SpaceX’s very first dedicated Starlink launch also crushed the company’s record for heaviest payload launched by several metric tons.
In a fascinating turn of events, SpaceX ultimately sided with a largely unprecedented form factor for its operational Starlink satellites, resulting in ultra-thin, rectangular spacecraft that can be stacked like cards and feature their own integrated locking and stacking mechanisms.
A paradigm shift
According to NASASpaceflight.com, SpaceX’s first and second operational Starlink missions (Starlink 1 and 2) are scheduled to launch no earlier than (NET) October 17th and November 4th, while a similarly trustworthy source puts Starlink 1’s launch date NET “late October”.
Given that Starlink v0.9 was effectively a massive flight test meant to tease out issues with the satellites’ designs, any new any satellites launched in the coming months will have almost certainly been manufactured, assembled, and prepared for flight in just a few months. Unfortunately, out of the 60 satellites launched in May 2019, 10 (16.5%) have been decommissioned for unknown reasons, although the remaining 50 (83.5%) have reached their final orbits and are believed to be in good health.
Put simply, a >15% failure rate is not acceptable for an operational constellation of thousands of satellites, meaning that SpaceX will likely continue to refine and improve its Starlink design before truly ramping up production and launch cadence. Unless the issues leading to multiple satellite failures were relatively simple or expected, the company’s next one (or two) Starlink launches could be closer to “v0.95” than the first fully operational missions. Time will tell.
For now, the fact alone that SpaceX reportedly plans to complete its 180th high-performance satellites barely nine months after beginning high-volume production is dumbfounding. Incredibly, building 180 satellites in 9 months is, by all means, a low-volume run relative to what SpaceX will need to achieve to launch its full Starlink constellation by late 2027. A production rate of 180 Starlink satellites per month is much closer to the necessary production and launch cadences needed for SpaceX’s deployment milestones.
Regardless, for the time being, it appears that odds are good that SpaceX will be able to make good on its promise of launching 2-6 Starlink missions in 2019. According to SpaceX, Starlink can begin offering serious commercial broadband services in regions of the northern US and southern Canada once 360 satellites are safely in orbit.
If SpaceX manages to launch two quasi-operational Starlink missions in the span of a month (Oct-Nov), that initial operations milestone could come just a few months into 2020.
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SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
Elon Musk
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.
The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”
The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.
Using TBC tunnels to transport freight.
The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20’ shipping container.
Fits like a glove! https://t.co/VV0phWK4fc
— The Boring Company (@boringcompany) October 19, 2026
Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.
Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.
The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.
The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.
SpaceX reports its second earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
